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Geoffrey Kristopher Allan Dancey

CUTLER CAPITAL MANAGEMENT LLC·WORCESTER, Massachusetts
Unclaimed Profile
306 MAIN ST, WORCESTER, MA 01608-1518CRD# 4744852Firm CRD# 107463
01

About

Geoffrey Kristopher Allan Dancey is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with CUTLER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CUTLER CAPITAL MANAGEMENT LLC
CUTLER CAPITAL MANAGEMENT
AUM
$316M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CUTLER CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4744852
Firm CRD# 107463
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Geoffrey Kristopher Allan Dancey offer?
Geoffrey Kristopher Allan Dancey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Geoffrey Kristopher Allan Dancey's credentials?
Geoffrey Kristopher Allan Dancey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Kristopher Allan Dancey located?
Geoffrey Kristopher Allan Dancey is based in WORCESTER, Massachusetts, working with CUTLER CAPITAL MANAGEMENT LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.
How does Geoffrey Kristopher Allan Dancey charge for services?
Geoffrey Kristopher Allan Dancey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUTLER CAPITAL MANAGEMENT LLC?
CUTLER CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WORCESTER
Christine Marie Drisco — NEW HARBOR FINANCIAL GROUP, LLCDavid Norbert Grenier — CUTLER CAPITAL MANAGEMENT LLCMichael Robert Preston — NEW HARBOR FINANCIAL GROUP, LLCMelvin Stanley Cutler — CUTLER CAPITAL MANAGEMENT LLCJohn Llodra — NEW HARBOR FINANCIAL GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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